Asset Wise Associates Ltd – Big Enough to Know and Small Enough to Care

The Asset Wise team have over 155 years of experience in Financial Services. We offer a fully comprehensive financial advice service to help with all your short, medium and long-term financial planning requirements. We are committed to being fully independent, thus offering advice on products from the whole of the market.

We base our recommendations on performance, service, cost and corporate stability.

Our main aims are:

  • to provide a personal and professional service to our clients
  • to surpass client expectations
  • to provide reports and advice using language you will understand
  • to invest in and utilise the potential provided by the latest technology for gathering information and for communicating where appropriate
  • to earn the trust and respect of our clients through our expert knowledge and up-to-date awareness of industry developments.

All our Advisers have received their Statements of Professional Standing from the Chartered Insurance Institute and carry the Diploma from the Personal Finance Society.

Case Studies

Simon & Rayna

Simon & Rayna

"After nearly forty years working for 5 companies in a corporate environment with multiple pension plans, savings and AVC's, Rayna and I decided it was time we started to financially plan how we were going to enjoy completing our bucket list. After some research looking for a financial adviser whom we could trust, understand, and provide ongoing engagement and reporting, Paul Ormerod at Asset Wise was recommended to us. Paul helped us arrange and manage all my pension pots to trigger the income we needed, to do the things we wanted."Simon

Paul Ormerod says: "When Simon first came to see me, he had the usual array of pension pots collected over a lifetime of employers. By carefully analysing each of these, we came up with a plan to initially draw two pensions to cover the early retirement period with the another pension coming in 5 years later and the State Pension shortly after that. By mixing tax free cash with taxable income we have produced more than the take home income they were looking for. We review Simon’s situation on a quarterly basis and provide him with online access so that he can review his financial situation whenever he wishes."

Simon & Rayna
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Simon & Rayna

"After nearly forty years working for 5 companies in a corporate environment with multiple pension plans, savings and AVC's, Rayna and I decided it was time we started to financially plan how we were going to enjoy completing our bucket list. After some research looking for a financial adviser whom we could trust, understand, and provide ongoing engagement and reporting, Paul Ormerod at Asset Wise was recommended to us. Paul helped us arrange and manage all my pension pots to trigger the income we needed, to do the things we wanted."Simon

Paul Ormerod says: "When Simon first came to see me, he had the usual array of pension pots collected over a lifetime of employers. By carefully analysing each of these, we came up with a plan to initially draw two pensions to cover the early retirement period with the another pension coming in 5 years later and the State Pension shortly after that. By mixing tax free cash with taxable income we have produced more than the take home income they were looking for. We review Simon’s situation on a quarterly basis and provide him with online access so that he can review his financial situation whenever he wishes."

Simon & Rayna

Joyce

When you are on your own, you need people you can trust and who can explain things in plain English. Debbie listened to what I needed and how I wanted to help my family and made all the arrangements. We meet regularly so she can update me and make sure everything is on track and ensure I have enough money. Everything is kept straight forward and I no longer feel my finances are a burden.

Debbie Ormerod says: "When I first met Joyce, she was understandably worried about her future. She wanted to make sure she had enough income every month and wanted to be able to leave something to the family."

"Once we had considered and planned her tax position, we set up an income and put a plan in place to make appropriate gifts to the family. We used various investment solutions to minimise the income tax and potential inheritance tax. This has made her tax return a lot simpler and has enabled her to have confidence in her heritage plan for the future."

Simon & Rayna
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Joyce

When you are on your own, you need people you can trust and who can explain things in plain English. Debbie listened to what I needed and how I wanted to help my family and made all the arrangements. We meet regularly so she can update me and make sure everything is on track and ensure I have enough money. Everything is kept straight forward and I no longer feel my finances are a burden.

Debbie Ormerod says: "When I first met Joyce, she was understandably worried about her future. She wanted to make sure she had enough income every month and wanted to be able to leave something to the family."

"Once we had considered and planned her tax position, we set up an income and put a plan in place to make appropriate gifts to the family. We used various investment solutions to minimise the income tax and potential inheritance tax. This has made her tax return a lot simpler and has enabled her to have confidence in her heritage plan for the future."

Simon & Rayna

Tony

"Asset Wise have looked after my wife and I for many years now. My job is my passion, helping my customers realise their dreams with the yachts we sell.  We’re not so financially minded and I am reassured that we have a team who are financial experts and can explain the options in a clear way. This is what Asset Wise do for us, which I find very refreshing. It means I can continue to focus on what we enjoy doing most and do best."

 

Paul Ormerod says: "It’s an absolute pleasure working with Tony and his wife and our meetings are always a joy. We mainly work on making the most of tax breaks and allowances and ensuring their investments are performing well."

Simon & Rayna
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Tony

"Asset Wise have looked after my wife and I for many years now. My job is my passion, helping my customers realise their dreams with the yachts we sell.  We’re not so financially minded and I am reassured that we have a team who are financial experts and can explain the options in a clear way. This is what Asset Wise do for us, which I find very refreshing. It means I can continue to focus on what we enjoy doing most and do best."

 

Paul Ormerod says: "It’s an absolute pleasure working with Tony and his wife and our meetings are always a joy. We mainly work on making the most of tax breaks and allowances and ensuring their investments are performing well."

  • Very positive and financially aware of our needs. Always gives the positive as well as the negative points of the selected investments. We would recommend Debbie without any issues.

    Review taken from Vouched For.

Advisers

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Paul Ormerod

Paul's key talent is explaining the complex world of pensions and investments in a simple and easy to understand way, which is borne out by the many client reviews.

“We don’t sell widgets – we sell trust, confidence and our expert knowledge at a lower cost than other advisers. We like to concentrate on offering quality advice, not selling products.”

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If you would like to contact Paul, why not send an email to paul@assetwiseuk.com

Paul Ormerod

Debbie Ormerod

Debbie is a member of the Society of Later Life Advisers, and is acutely aware of how vulnerable people feel in their advancing years. Having patience, understanding and empathy are as important as her high level of technical ability.  Heritage and later life planning are her speciality using Pensions, Trusts and various investment solutions.

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If you would like to contact Debbie, why not send an email to debbie@assetwiseuk.com

Debbie Ormerod

David Soulsby

David prefers to let his clients speak on his behalf:-
How did David Soulsby help you?

David Soulsby has been our Financial Adviser for approximately 12 years. He has provided a sound financial plan and advised us on many issues which we have found to be very reliable. Nothing is too much trouble and over the years David has come to know us well and given us tailor made advice. After every annual meeting we feel as if we are in safe, reliable hands and would recommend David most highly.
Sue and Tony – Berks 2016

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If you would like to contact David, why not send an email to david@assetwiseuk.com

Paul Ormerod

Team

Asset Wise Associates Ltd
10 Wingbury Courtyard
Business Village,
Wingrave,
Aylesbury,
Bucks
HP22 4LW

T: 01296 688 333
E: mail@assetwiseuk.com

Asset Wise Associates Ltd
10 Wingbury Courtyard
Business Village,
Wingrave,
Aylesbury,
Bucks
HP22 4LW

T: 01296 688 333
E: mail@assetwiseuk.com

Proud to be Vouced For Solla